Elcoa Resources (Graphene Corp)

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5 years 1 month ago #117129 by Gambler
Gambler replied the topic: Elcoa Resources (Graphene Corp)
China put focus on charging infrastructure and appears to be producing results. Sales of EVs and plug-in hybrids increased fourfold to more than 330,000 units in 2015 and have increased a further 162% so far this year.

Also, capital has been pouring into the industry to create the all-important charging infrastructure. At the end of June, there were approximately 81,000 public charging stations in China, up 65% compared to the end of 2015.

www.forbes.com/sites/jackperkowski/2016/...tation/#5d43df673221

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5 years 1 month ago #117126 by DearJohn
DearJohn replied the topic: Elcoa Resources (Graphene Corp)
I noticed ZEN hit another new recent high today at $1.16. Just amazes me that they have this valuation when resources are only indicated. Will take a fair bit more drilling to get to Measured and Indicated and maybe more for feasibility.

Maybe if they can do a decent financing over $1.00 they will pull it off. I would much rather be buying ERA when I look at the 2 charts

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5 years 1 month ago #117125 by GoldnBoy
GoldnBoy replied the topic: Elcoa Resources (Graphene Corp)
Last 4 days show some higher volume than usual, either some people like your report or interest is picking up in the sector.

Whoever is buying is getting a great deal and I did add a bit more also

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5 years 1 month ago - 5 years 1 month ago #117119 by RonS
RonS replied the topic: Elcoa Resources (Graphene Corp)
Gambler good point, as I pointed out, Mason and Zenyatta have moved, this may be the start
Last Edit: 5 years 1 month ago by RonS. Reason: spelling

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5 years 1 month ago #117117 by Gambler
Gambler replied the topic: Elcoa Resources (Graphene Corp)
Ron, I agree about graphite. The big money moved into Lithium then it got hyped up, now they are selling lithium and moving into graphite and will hype that up once they are positioned

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5 years 1 month ago #117115 by Gary
Gary replied the topic: Elcoa Resources (Graphene Corp)
I picked some of this stock up. The signals are there that the graphite stocks are starting to move, they can go a long way to catch up to lithium juniors

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5 years 1 month ago #117113 by RonS
RonS replied the topic: Elcoa Resources (Graphene Corp)
With the news Thursday, my numbers are too conservative for sure. I mentioned it did not include demand for Tesla Energy.

www.bloomberg.com/news/articles/2016-09-...orter-ranch-gas-leak

So Tesla announces a deal for 20MW for electric utility Southern California Edison. Those batterries will be installed by year end and just that one order would require about 16 tons of graphite to make enough spherical graphite for those batteries.

I did estimate that Tesla Energy would use about 4,000 tons/year of graphite for Energy storage but that is not in the chart and it is probably a low number. At some point we will get a number form them for MWs installed will give a better idea

What is more, the article In August, California regulators approved two contracts for AES Corp. to build 37 megawatts of grid-scale energy storage systems and Canadian energy company AltaGas Ltd. also won a 20 megawatt (80 megawatt-hour) contract with Southern California Edison to be completed this year.

So those 2 deals are another 46 tons, so all told just these 3 recent deals will consume about 62 tons of graphite

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5 years 1 month ago #117112 by GoldnBoy
GoldnBoy replied the topic: Elcoa Resources (Graphene Corp)
Great report Ron, that is quite surprising the amount of graphite demand. I think the answer on last page is your forecast for graphite is too low

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5 years 1 month ago #117102 by Keith
Keith replied the topic: Elcoa Resources (Graphene Corp)
And about New Zealand, here is a view from down under in Auzzie land I came across, it is several months old but still very relevant


"We think the Australian investor community is yet to grasp the size of the market for high quality natural graphite and its end products. Understandably they have been overwhelmed by the slump in mining stocks."

and who develops the relationships with the end customers in these new markets, that is the difficult part to ascertain

Albion Capital Partners principal Tony Grist says specialist minerals usually polarise people because of the high risk involved, but says he believes there is potential upside in graphene, which is found within graphite. Veteran investor Warwick Grigor is also a vocal advocate of graphene, having invested millions into Swedish-focused play Talga Resources.

Patersons Securities analyst Jason Chesters expects graphite demand to grow by about 400,000 tonnes between now and 2020, with much of that growth to be met by existing producers' expansion capabilities. "Outside of [expansions by] existing producers this would likely leave around 200,000 tonnes per annum of supply from new projects, many of which should be able to reach production in 2017 or 2018.

In lithium, three companies supply 90 per cent of the world's lithium, which commentators argue create challenging conditions for smaller players to secure customers unless demand grows.

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5 years 1 month ago #117101 by Gambler
Gambler replied the topic: Elcoa Resources (Graphene Corp)
Seems momentum is gaining around the world

“New Zealand started with one public fast charging station, in Northland, in May 2014. Just over two years later we have more than 30 public fast charging stations and that number is growing by the week,” says Transport Minister Bridges.

“More than 100 other charging stations have also opened up around the country.”


“We’ve set a target to get 64,000 EVs on New Zealand roads by 2021 but it will be a team effort,” Bridges says.

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5 years 1 month ago #117100 by DearJohn
DearJohn replied the topic: Elcoa Resources (Graphene Corp)
Chev Bolt
Attachments:

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5 years 1 month ago #117099 by DearJohn
DearJohn replied the topic: Elcoa Resources (Graphene Corp)
General Motors confirmed early Tuesday that it's going to price its new long-range electric car right where it promised, positioned to take on Tesla's Model 3.


The new Chevrolet Bolt will start at $37,495. After tax credits are taken into account, the price could be as little as $30,000.

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